LeadIQ logo
Learn more at LeadIQ.com
Ellis Investment Partners, LLC. logo

Ellis Investment Partners, LLC. Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Ellis Investment Partners, LLC is a registered investment adviser based in Berwyn, Pennsylvania, offering investment management and financial planning services. The firm emphasizes the depth of its bench, with many professionals who have 10 to 20+ years in the financial services industry.

Ellis Investment Partners registered with the U.S. Securities and Exchange Commission in 2012 to operate as an independent advisory entity. Named after Ellis Island, the firm reflects its history as an independent practice within the broader financial services industry.

Find Ellis Investment Partners, LLC. employees' phone numbers or email addresses

Ellis Investment Partners, LLC. Global Highlights

Location
Employees

North America
35

Minus sign iconPlus sign icon
  • United States Of America
    35

Ellis Investment Partners, LLC.'s Leadership

  • Stylized image of a person
    D. S.
    Financial Planning Coordinator
    Mobile Phone
  • Stylized image of a person
    D. A. L.
    Certified Financial Planner
    Mobile Phone
  • Stylized image of a person
    B. S.
    Financial Planning Consultant
    Mobile Phone
  • Stylized image of a person
    D. C.
    Investment Advisor Representative
    Mobile Phone

Ellis Investment Partners, LLC. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Legal
  • Branding
  • Accounting
  • Other
  • Consultant

Contact profiles from Ellis Investment Partners, LLC.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    D. S.
    Financial Planning Coordinator
    Mobile Phone
    Aug 05, 2026
  • Stylized image of a person
    D. A. L.
    Certified Financial Planner
    Mobile Phone
    Aug 01, 2026
  • Stylized image of a person
    B. S.
    Financial Planning Consultant
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    D. C.
    Investment Advisor Representative
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Ellis Investment Partners, LLC. known for?

Minus sign iconPlus sign iconEllis Investment Partners, LLC. was founded in 2012 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-610-640-****
. Explore Ellis Investment Partners, LLC.'s company overview page for more information.

What is Ellis Investment Partners, LLC.'s most common email format?

Minus sign iconPlus sign iconEllis Investment Partners, LLC. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Ellis Investment Partners, LLC. email formats with LeadIQ.

How many employees does Ellis Investment Partners, LLC. have currently?

Minus sign iconPlus sign iconEllis Investment Partners, LLC. has approximately 20 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Ellis Investment Partners, LLC.'s key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Ellis Investment Partners, LLC.'s key employees include:

  • Financial Planning Coordinator: D. S.
  • Certified Financial Planner: D. A. L.
  • Financial Planning Consultant: B. S.
  • Investment Advisor Representative: D. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.